It starts with our culture... Common sense has never been common. If it were, the world would be a different place. Things would run smoothly and on time. People would do what they say and say what they do. Everything would be fair, without all the small talk. And banks would only sell you what you need. When a banker looked at a client, they wouldn't just see a number, they'd see a dad or a mom or a graduate or a business owner. Our Bankers understand the complexities of people's lives and offer simple solutions.
That's the basics of Relationships. Fairness. Simplicity . When you choose our Company, you have an opportunity to make an impact beyond the walls of our buildings.
We have a long-standing commitment to Equity, Diversity, and Inclusion. Through our banking relationships, investing, grants, and volunteerism, NBH Bank promotes the growth, revitalization, and sustainability of the communities we serve. We believe that these are important elements in building and sustaining a successful organization and a positive, results-driven culture. We strive for all of our associates to feel welcome and empowered at work.
This type of position is ideal for someone looking to build a career in Trust & Wealth Management. We will provide you training and coaching throughout your onboarding experience, as well as on the job. As you demonstrate success, there will be opportunities for advancement within our organization.
The Trust and Wealth Advisor will be expected to oversee all day to day functions of client relationship management including on-going relationship reviews, monitoring cash and investment needs as well as conducting periodic client meetings. Participating and leading the development and implementation of best practices, policies and procedures for the Relationship Management team is a top priority. The on-going support of both internal and external exams as well as ongoing strategic planning support.
As a Trust and Wealth Advisor, you will participate in ongoing education. Pursue CTFA designation. Actively contribute to building a positive team environment. Provide input and assistance to team members that enhance the teamwork of the entire department. Develop good working relationships with others; recognize and value differences. Take initiative to solve problems and improve efficiencies and processes within scope of authority. Respond quickly and positively to change. Ensure department activities are conducted in accordance with all Bank and regulatory policies and guidelines. Respond quickly and positively to change. Participate in ongoing education and reinforcement of regulatory requirements with all staff. Support an environment in which staff communicates respectfully, honestly and openly with information shared in a cooperative manner. Continually work to build and improve job function and communication skills. Keep commitments; inspire the trust of others; work ethically and with integrity; uphold bank core values; accept responsibility for own actions. Participate in ongoing education and reinforcement of regulatory requirements with all staff. Support an environment in which staff communicates respectfully, honestly and openly with information shared in a cooperative manner. Continually work to build and improve job function and communication skills. Keep commitments; inspire the trust of others; work ethically and with integrity; uphold bank core values; accept responsibility for own actions.
Minimum Requirements:
Bachelor's degree or equivalent
3+ years of banking, trust administration or wealth management experience
Strong client relationship skills
Knowledge of general fiduciary principles
Sound judgment, logical reasoning and decision making skills
Efficiency in Word, Excel and Outlook
Excellent problem solver
Desired Skills: Ideal candidates for this position should possess some or all the following skills:
Banking industry experience
Concise and clear written and verbal communication skills
Work well in group problem solving situations
Gather and analyze information skillfully to develop comprehensive solutions
Passionate and motivated self-starter
Strong work ethic and ability to complete work accurately
Ability to think logically in order to analyze situations and make sound decisions
Ability to handle multiple tasks simultaneously
Capacity to work with multiple computer and software systems
Speak clearly and persuasively in positive or negative situations.
Display high reasoning skills with ability to define and resolve problems
Work well in group problem solving situations
Strong results focused; set goals and determine best process to achieve results
Effectively manage multiple projects and meet deadlines and deliverables
Work Environment:
We are a culture that believes that people are our greatest asset and are at the heart of everything we do. We take pride in bringing clarity and simplicity to our associates (employees) and clients. Our decisions are made efficiently, fairly and locally. Our success is directly tied to the communities we serve. It is equally important for us to look through the lens of our applicants and associates to identify their individual needs. As such, we want to share the following:
We are committed to our core value of meritocracy and supporting our associates in growing within their role
When completing certain tasks, an associate may need to be able to grasp, push, pull, lift, bend, raise and hold hands and arms overhead
Flexible scheduling with an opportunity to work remotely as business needs allow
$40k-79k yearly est. 5d ago
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Investment Analyst 2025-02205
State of Wyoming 3.6
Finance consultant job in Cheyenne, WY
Description and Functions Open Until Filled GENERAL DESCRIPTION: This position provides an opportunity to work with a high-performing, small investment team overseeing approximately $12 billion in externally managed pension assets. The seven-person investment team has full investment discretion, with internal approval from the Executive Director, allowing for nimble action and decision-making on investment opportunities. The portfolio has generated top decile returns over the past 1, 2, 5, 7, and 10-year periods. Given the small size of the team, each member of the investment staff has a meaningful opportunity to shape portfolio outcomes. While team members have a primary area of focus within one or more of the broad asset classes (Fixed Income, Marketable Alternatives, Private Equity, and Public Equity), each individual also has the opportunity to provide insights and opinions across the entire portfolio.
This position is responsible for conducting investment research and analysis to execute the investment strategy objectives of assigned investment classes. It will primarily support the senior staff of the assigned asset class, collaborate on special projects as requested by the Chief Investment Officer (CIO), and work with other Investment Analysts. The role requires utilizing industry-standard software to research potential investments and monitor existing money managers.
Employment with the State of Wyoming offers outstanding benefits, including but not limited to:
* This position is eligible for performance compensation of up to 35% of base salary, depending on total portfolio return relative to the benchmark.
* No state income tax
* Participation in both the state pension plan and Social Security
* Voluntary deferred compensation plan
* Twelve vacation days per year (increasing with tenure) and twelve days of sick leave
* Potential relocation assistance
Human Resource Contact: Ryan Scheer,********************, ************
ESSENTIAL FUNCTIONS: The listed functions are illustrative only and are not intended to describe every function that may be performed in the job level.
* Provide analysis and evaluate current and prospective investment managers.
* Read and evaluate reports from research companies to maintain knowledge of market trends and gain insight into managers' strategies.
* Maintain databases associated with assigned Investment classes.
* Reconcile and verify reported performance metrics of assigned asset classes.
* Conduct on-site investment manager visits with WRS Investment Officers and attend pertinent industry conferences.
* Assist the Senior Investment Team on annual manager review, monitoring of investment performance, and risk monitoring of the assigned asset class.
* Develop detailed reports and presentations in response to ad hoc project requests required to execute the Investment Department's mission.
* Maintain communications with investment funds and external stakeholders regarding the investment process.
* Work with Investment Officers to conduct due diligence on existing and prospective managers of the system.
* Produce independent, quantifiable recommendations supported by this research.
* Collect data associated with the investment portfolio for use in various industry software programs and platforms.
* Evaluate and interpret data, monitor for errors, and conduct thorough reconciliations.
* Assist in the review of legal documentation pertaining to investment managers and other third parties.
* Coordinate with both internal and external parties as needed for portfolio performance, exposures, and risk analysis.
* Provide operational support, including but not limited to the opening of new manager accounts, aiding and tracking the movement of capital, and ensuring portfolio adherence to compliance guidelines.
Qualifications
PREFERENCES/AGENCY REQUIREMENTS:
Resume outlining relevant experience and skills
Cover letter (1-2 pages) where the candidate narrates brief examples of their related experience and skills for this position
References
KNOWLEDGE:
* Knowledge of the financial markets, investment strategies, fund structures, and the institutional fund universe
* Proficiency in Excel is required
* Strong quantitative/analytical aptitude and problem-solving skills
* Excellent verbal and written communication skills
MINIMUM QUALIFICATIONS:
Education:
Bachelor's Degree (typically in Finance)
Experience:
0 - 3 years of progressive or relevant work experience (typically in Finance) with acquired knowledge at the level of an Investment Analyst
Certificates, Licenses, Registrations:
Must be willing to pursue the Chartered Financial Analyst (CFA) certification and/or an MBA (or Master's Degree or higher in a related field of study) and/or Chartered Alternative Investment Analyst (CAIA) certification
Necessary Special Requirements
PHYSICAL WORKING CONDITIONS:
* Typically, the employee may sit comfortably to perform the work; however, there may be some walking, standing, bending, carrying light items, driving an automobile, etc.
* Special physical demands are not required to perform the work.
* Some travel will be required for board meetings, conferences, and due diligence trips.
NOTES:
* FLSA: Exempt
* This position is At-Will and is appointed by and serves at the pleasure of the CIO.
* This position is eligible for performance compensation (WY Stat § 9-3-406) of up to 35% of base salary, depending on total portfolio return relative to the benchmark.
* Hiring will be contingent upon the successful passage of a background check.
Supplemental Information
Visit our website***************************
Clickhere to view the State of Wyoming Classification and Pay Structure.
URL:****************************************************
The State of Wyoming is an Equal Opportunity Employer and actively supports the ADA and reasonably accommodates qualified applicants with disabilities.
Class Specifications are subject to change, please refer to the A & I HRD Website to ensure that you have the most recent version.
$42k-78k yearly est. 60d+ ago
Senior Financial Planning and Analysis Professional
Humana 4.8
Finance consultant job in Cheyenne, WY
**Become a part of our caring community and help us put health first** The Senior Financial Planning and Analysis Professional analyzes and forecasts financial, economic, and other data to provide accurate and timely information for strategic and operational decisions. The Senior Financial Planning and Analysis Professional work assignments involve moderately complex to complex issues where the analysis of situations or data requires an in-depth evaluation of variable factors.
The Senior Financial Planning and Analysis Professional collects, compiles, verifies, and analyzes financial information and economic indicators so that senior management has accurate and timely information for making strategic and operational decisions on, for example, acquisitions, investments, capital expenditure, divestitures, mergers, or the sale of assets. Analyzes the financial implications of proposed investments or other transactions so that senior managers can evaluate alternatives against the organization's business objectives. Evaluates industry, economic, financial, and market trends to forecast the organization's short, medium, and long-term financial and competitive position. Analyzes revenues, expenses, costs, prices, investments, cash flow, profits, labor market trends, inflation, interest rates, and exchange rates. May involve financial modeling, reporting and budgeting as well. Begins to influence department's strategy. Makes decisions on moderately complex to complex issues regarding technical approach for project components, and work is performed without direction. Exercises considerable latitude in determining objectives and approaches to assignments.
**Use your skills to make an impact**
**Required Qualifications**
+ Bachelor's Degree in Finance, Accounting or a related field
+ 5 or more years experience in finance/accounting
+ Comprehensive knowledge of all Microsoft Office applications, and Access, SQL, and multi-dimensional databases
+ Ability to manage multiple priorities
+ Strong analytic skills with attention to details
+ Excellent oral and written communication skills
+ Must be passionate about contributing to an organization focused on continuously improving consumer experiences
**Preferred Qualifications**
+ Master's Degree in Business Administration or a related field
+ Previous health insurance industry experience
+ Experience with Oracle Planning, Power BI, SAS, and or Anaplan or other relational databases
**Location** **:**
Louisville, KY - Waterside Building. The team operates on a hybrid schedule, working 2-3 days per week in the office. We are open to considering remote arrangements for highly qualified candidates.
Travel: While this is a remote position, occasional travel to Humana's offices for training or meetings may be required.
**Scheduled Weekly Hours**
40
**Pay Range**
The compensation range below reflects a good faith estimate of starting base pay for full time (40 hours per week) employment at the time of posting. The pay range may be higher or lower based on geographic location and individual pay will vary based on demonstrated job related skills, knowledge, experience, education, certifications, etc.
$86,300 - $118,700 per year
This job is eligible for a bonus incentive plan. This incentive opportunity is based upon company and/or individual performance.
**Description of Benefits**
Humana, Inc. and its affiliated subsidiaries (collectively, "Humana") offers competitive benefits that support whole-person well-being. Associate benefits are designed to encourage personal wellness and smart healthcare decisions for you and your family while also knowing your life extends outside of work. Among our benefits, Humana provides medical, dental and vision benefits, 401(k) retirement savings plan, time off (including paid time off, company and personal holidays, volunteer time off, paid parental and caregiver leave), short-term and long-term disability, life insurance and many other opportunities.
Application Deadline: 01-29-2026
**About us**
Humana Inc. (NYSE: HUM) is committed to putting health first - for our teammates, our customers and our company. Through our Humana insurance services and CenterWell healthcare services, we make it easier for the millions of people we serve to achieve their best health - delivering the care and service they need, when they need it. These efforts are leading to a better quality of life for people with Medicare, Medicaid, families, individuals, military service personnel, and communities at large.
**Equal Opportunity Employer**
It is the policy of Humana not to discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or protected veteran status. It is also the policy of Humana to take affirmative action, in compliance with Section 503 of the Rehabilitation Act and VEVRAA, to employ and to advance in employment individuals with disability or protected veteran status, and to base all employment decisions only on valid job requirements. This policy shall apply to all employment actions, including but not limited to recruitment, hiring, upgrading, promotion, transfer, demotion, layoff, recall, termination, rates of pay or other forms of compensation and selection for training, including apprenticeship, at all levels of employment.
Humana complies with all applicable federal civil rights laws and does not discriminate on the basis of race, color, national origin, age, disability, sex, sexual orientation, gender identity or religion. We also provide free language interpreter services. See our ***************************************************************************
$29k-43k yearly est. 10d ago
Trust & Wealth - Advisor (BOJH)
Bank Midwest 3.5
Finance consultant job in Wyoming
It starts with our culture... Common sense has never been common. If it were, the world would be a different place. Things would run smoothly and on time. People would do what they say and say what they do. Everything would be fair, without all the small talk. And banks would only sell you what you need. When a banker looked at a client, they wouldn't just see a number, they'd see a dad or a mom or a graduate or a business owner. Our Bankers understand the complexities of people's lives and offer simple solutions.
That's the basics of Relationships. Fairness. Simplicity . When you choose our Company, you have an opportunity to make an impact beyond the walls of our buildings.
We have a long-standing commitment to Equity, Diversity, and Inclusion. Through our banking relationships, investing, grants, and volunteerism, NBH Bank promotes the growth, revitalization, and sustainability of the communities we serve. We believe that these are important elements in building and sustaining a successful organization and a positive, results-driven culture. We strive for all of our associates to feel welcome and empowered at work.
This type of position is ideal for someone looking to build a career in Trust & Wealth Management. We will provide you training and coaching throughout your onboarding experience, as well as on the job. As you demonstrate success, there will be opportunities for advancement within our organization.
The Trust and Wealth Advisor will be expected to oversee all day to day functions of client relationship management including on-going relationship reviews, monitoring cash and investment needs as well as conducting periodic client meetings. Participating and leading the development and implementation of best practices, policies and procedures for the Relationship Management team is a top priority. The on-going support of both internal and external exams as well as ongoing strategic planning support.
As a Trust and Wealth Advisor, you will participate in ongoing education. Pursue CTFA designation. Actively contribute to building a positive team environment. Provide input and assistance to team members that enhance the teamwork of the entire department. Develop good working relationships with others; recognize and value differences. Take initiative to solve problems and improve efficiencies and processes within scope of authority. Respond quickly and positively to change. Ensure department activities are conducted in accordance with all Bank and regulatory policies and guidelines. Respond quickly and positively to change. Participate in ongoing education and reinforcement of regulatory requirements with all staff. Support an environment in which staff communicates respectfully, honestly and openly with information shared in a cooperative manner. Continually work to build and improve job function and communication skills. Keep commitments; inspire the trust of others; work ethically and with integrity; uphold bank core values; accept responsibility for own actions. Participate in ongoing education and reinforcement of regulatory requirements with all staff. Support an environment in which staff communicates respectfully, honestly and openly with information shared in a cooperative manner. Continually work to build and improve job function and communication skills. Keep commitments; inspire the trust of others; work ethically and with integrity; uphold bank core values; accept responsibility for own actions.
Minimum Requirements:
Bachelor's degree or equivalent
3+ years of banking, trust administration or wealth management experience
Strong client relationship skills
Knowledge of general fiduciary principles
Sound judgment, logical reasoning and decision making skills
Efficiency in Word, Excel and Outlook
Excellent problem solver
Desired Skills: Ideal candidates for this position should possess some or all the following skills:
Banking industry experience
Concise and clear written and verbal communication skills
Work well in group problem solving situations
Gather and analyze information skillfully to develop comprehensive solutions
Passionate and motivated self-starter
Strong work ethic and ability to complete work accurately
Ability to think logically in order to analyze situations and make sound decisions
Ability to handle multiple tasks simultaneously
Capacity to work with multiple computer and software systems
Speak clearly and persuasively in positive or negative situations.
Display high reasoning skills with ability to define and resolve problems
Work well in group problem solving situations
Strong results focused; set goals and determine best process to achieve results
Effectively manage multiple projects and meet deadlines and deliverables
Work Environment:
We are a culture that believes that people are our greatest asset and are at the heart of everything we do. We take pride in bringing clarity and simplicity to our associates (employees) and clients. Our decisions are made efficiently, fairly and locally. Our success is directly tied to the communities we serve. It is equally important for us to look through the lens of our applicants and associates to identify their individual needs. As such, we want to share the following:
We are committed to our core value of meritocracy and supporting our associates in growing within their role
When completing certain tasks, an associate may need to be able to grasp, push, pull, lift, bend, raise and hold hands and arms overhead
Flexible scheduling with an opportunity to work remotely as business needs allow
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
Demonstrate a deep understanding of financial markets and sound business judgement
Exhibit unwavering integrity that points toward doing right by clients at every opportunity
Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
Provide a holistic view of clients' needs and financial coaching beyond investments
Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
At least 2 years in a Financial Advisor role or equivalent financial services experience
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
Demonstrated ability and commitment to goals-based planning and advice
A valid and active Series 7
A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
Certified Financial Planning (CFP ) certification is preferred
Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
$41k-81k yearly est. Auto-Apply 2d ago
Advisor, Data Management & Governance
Cardinal Health 4.4
Finance consultant job in Cheyenne, WY
**_What Data Management and Governance contributes to Cardinal Health_** The Data & Analytics Function oversees the analytics life-cycle in order to identify, analyze and present relevant insights that drive business decisions and anticipate opportunities to achieve a competitive advantage. This function manages analytic data platforms, the access, design and implementation of reporting/business intelligence solutions, and the application of advanced quantitative modeling.
Data Management and Governance provides direction of data assets and is responsible for data strategy, quality, standards and service levels. Data management acquires, validates, standardizes, enriches, protects and publishes structured, third party and unstructured data for use by the business. Governance defines and implements policies, standards and metrics that ensure the effective and efficient use of trusted data and statistical models to support regulatory and business goals.
**Responsibilities**
The Advisor, Data Management and Governance will be part of the Digital Solutions - GMPD Data and Analytics Management organization and function as a Data Governance Specialist responsible for advancing and maturing Data Governance capabilities across the GMPD Segment. This role will act as a Data Steward and change agent working directly with Data Owners, Business Stakeholders, Data Leads and SMEs to:
+ Execute data governance use cases leveraging the Data Governance Playbook
+ Work with Data Owners and other stakeholders to establish and progress towards defined targets for data management maturity and data quality index
+ Capture and maintain data ownership, prioritization, and criticality of data elements
+ Capture and maintain metadata and data lineage using technical tools
+ Identify opportunities to improve data quality through data analysis, data remediation, process controls, and technology controls
+ Present at Working Groups and other Leadership meetings for alignment and approval
+ Create and govern current state and future state data flows, with identification of dependencies and integration points
**Qualifications**
+ 3-5 years of industry experience (data management, data governance, health care and/or supply chain) preferred
+ Process oriented, with experience in process mapping
+ Effective communication and facilitation skills to collaborate across various teams and leadership
+ Proven analytical ability coupled with experience in problem solving and issue resolution
+ Experience in Data Governance and Quality Technologies (SAP, Collibra, GCP others) preferred
+ Advanced proficiency in data extraction, manipulation, analysis, and visualization in Excel, Python, SQL and Alteryx. Experience with Power-Automate and RPA tools highly preferred.
+ Strong knowledge of Cardinal Heath business processes and systems preferred
+ Ability to manage multiple priorities and meet deadlines
+ Personal courage and resiliency
+ Self-driven and eager to learn
+ Trusted to do the right thing
_Knowledge of data management processes_
+ Ability to understand data structures and data elements
+ Ability to understand data management principles, metadata management and data administration
+ Ability to understand and drive data governance, data quality and data remediation
+ Ability to understand and guide data modeling, data lineage and data usage decisions
+ Ability to understand the business, high-level technical solutions, associated data creation and consumption
+ Ability to understand complex data landscape and navigate key tools/systems to gather and analyze data
**_What is expected of you and others at this level_**
+ Applies comprehensive knowledge and a thorough understanding of concepts, principles, and technical capabilities to perform varied tasks and projects
+ May contribute to the development of policies and procedures
+ Works on complex projects of large scope
+ Develops technical solutions to a wide range of difficult problems
+ Solutions are innovative and consistent with organization objectives
+ Completes work; independently receives general guidance on new projects
+ Work reviewed for purpose of meeting objectives
+ May act as a mentor to less experienced colleagues
**Anticipated salary range:** $80,900 - $103,950
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with my FlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 1/20/2026 *if interested in opportunity, please submit application as soon as possible.
The salary range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity.
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (***************************************************************************************************************************
$80.9k-104k yearly 36d ago
US Experienced Financial Advisor
Edward Jones 4.5
Finance consultant job in Casper, WY
**We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us.
**Job Overview**
As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients.
Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results.
Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community.
**Key Responsibilities**
+ Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements).
+ Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals.
+ Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines.
+ Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.
+ Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability.
+ As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing.
+ A firm-provided branch office in the community.
+ Client support to help lighten the load so you can focus on your clients.
+ A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way.
**Benefits:**
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** .
**Earn salary, commissions, new asset compensation**
+ No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in
+ A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel
+ The flexibility that you need to balance your personal and professional lives - the best of both worlds
As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (******************************************************************************************************
Hiring Minimum $50,000
Hiring Maximum $125,000
Applications for this role are accepted on an ongoing basis.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf .
Read More About Job Overview
**Skills/Requirements**
Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment.
**What characteristics would make you a successful financial advisor?**
+ Strong communications skills and self-starter
+ Love of learning and challenges, including determination to succeed
+ Skilled in long-term relationship building
+ Adaptable to new information seeking the right solutions for clients
+ Comfortable in your ability to think critically
+ Passion for new opportunities
**Candidate qualifications:**
+ Series 7 and Series 66 required
+ Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success
+ State insurance licenses preferred
+ Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor
Read More About Skills/Requirements
**Awards & Accolades**
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (***********************************************************************
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************
Read More About Awards & Accolades
**About Us**
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** .
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
$50k-125k yearly 36d ago
Senior Consultant, GBS - Finance Transformation
Deloitte 4.7
Finance consultant job in Guernsey, WY
Connect to your Industry Our Global Business Services (GBS) Offerings Deloitte's GBS practice provides market-leading advisory services supporting the design, execution, transformation and operation of GBS, Shared Services and Business Process Outsourcing (BPO) organisations. Collaborating with both blue-chip and challenger enterprises, the GBS team has the breadth and depth to deliver tailor-made solutions from conception to completion across all industry verticals and corporate functions. As the GBS model increasingly becomes the digital transformation engine for the wider organisation, the Deloitte GBS team brings the combined functional and technological expertise to support clients in their development of digital strategies and implementation of next generations digital solutions.
Connect to your career at Deloitte
Deloitte drives progress. Using our vast range of expertise, we help our clients' become leaders wherever they choose to compete. To do this, we invest in outstanding people. We build teams of future thinkers, with diverse talents and backgrounds, and empower them all to reach for and achieve more.
What brings us all together at Deloitte? It's how we approach the thousands of decisions we make every day. How we behave, our beliefs and our attitudes. In other words: our values. Whatever we do, wherever we are in the world, we lead the way, serve with integrity, take care of each other, foster inclusion, and collaborate for measurable impact. These five shared values lead every decision we make and action we take, guiding us to deliver impact how and where it matters most.
Connect to your opportunity
We are looking for talented Senior Consultants to join the Deloitte GBS team with demonstrable expertise delivering solutions that have driven enterprise performance and profitability. Areas where we are seeing an increasing demand are GBS and Shared Services strategy, 'service excellence' frameworks, as well as BPO Advisory related services.
Your responsibilities include:
* Provide strategic guidance to clients on optimising their GBS, Shared Services, BPO functions, and Service Management capabilities, leveraging advanced technologies and best practices.
* Engage and collaborate with clients to understand their business objectives and goals and develop a plan for setting up or maturing their GBS, Shared Service our Outsourcing operations. This includes conducting feasibility studies, assessing organisational readiness, defining scope and objectives, visioning, and creating a roadmap for implementation.
* Conduct in-depth analysis of client data, identifying trends, insights.
* Prepare clear and concise reports, visualisations, and presentations to communicate findings effectively.
* Performing complex financial analysis to support business case development and benefits realisation.
* Foster strong client relationships, serving as a trusted advisor and maintaining a deep understanding of their business needs.
* Support market eminence efforts for GBS, including staying up-to-date with industry trends, emerging technologies, and regulatory changes that impact GBS, Shared Services, and BPO sectors.
* Work effectively as part of a team, contributing positively to a collaborative and supportive work environment. Share knowledge and expertise with colleagues, fostering a culture of continuous learning.
* Manage time effectively, prioritising tasks and meeting deadlines consistently.
Connect to your skills and professional experience
Your professional experience should include:
* Experience in the GBS, Shared Services, and/or BPO, or equivalent, with a proven track record of delivering successful engagements.
* Experience in or around one or more of the disciplines, i.e., GBS and Shared Services strategy, business case development, operating model design and implementation, transition, BPO advisory, Service excellence/management, or equivalent.
* Excellent client relationship management skills, with a focus on building long-term partnerships and delivering exceptional client service.
* Deep understanding of industry trends, emerging technologies, and regulatory landscape impacting GBS, Shared Services, BPO sectors.
* Strong communication, presentation, and influencing skills, with the ability to effectively communicate complex concepts to diverse stakeholders.
* Strong analytical and problem-solving skills, with the ability to identify and address challenges effectively and creatively.
* Proficiency in Microsoft Office.
Connect to your business - Technology and Transformation
Distinctive thinking, deep expertise, innovation and collaborative working. That's what connects us. That's what makes us Deloitte. If you want to help solve some of the biggest tech and transformational challenges around, join us. Together, we'll make an impact that matters.
Personal independence
Regulation and controls are standard practice in our industry and Deloitte is no exception. These controls provide important legal protection for both you and the firm. We are subject to a number of audit regulations, one of which requires that certain colleagues abide by specific personal independence constraints (e.g., in relation to any financial interests and employment relationships). This can mean that you and your "Immediate Family Members" are not permitted to hold certain financial interests (shares, funds, bonds etc.) with audit clients of the firm, and also prohibitions on certain employment relationships (e.g., you are not permitted to hold a secondary employment role with SEC audit clients of the firm whilst being employed by the firm). The recruitment team will provide further detail as you progress through the recruitment process or you can contact the Independence team upon request.
Connect with your colleagues
"What attracted me to Deloitte were the endless opportunities and the collective experience of other like-minded individuals. Deloitte's clients include many of the world's largest organisations; I wanted to be part of a team that made a difference that I could be proud of." - Dan, Technology and Transformation
Our hybrid working policy
You'll be based in one of our UK offices with hybrid working.
At Deloitte we understand the importance of balancing your career alongside your home life. That's why we'll support you to work flexibly through our hybrid working policy. Depending on the requirements of your role, you'll have the opportunity to work in your local office, virtual collaboration spaces, client sites and remotely. You'll get the chance to meet face to face when needed, while you collaborate and learn from colleagues, share your experiences, and build the relationships that will fuel your career and prioritise your wellbeing. Please check with your recruiter for the specific working requirements that may apply for your role.
Connect to your return to work opportunity
Are you looking to return to the workplace after an extended career break?
For this role we can offer coaching and support designed for returners to refresh your knowledge and skills, and help your transition back into the workplace after a career break of two years or more. If this is relevant for you, just let your recruiter know when you make your application.
Our commitment to you
Making an impact is more than just what we do: it's why we're here. So we work hard to create an environment where you can experience a purpose you believe in, the freedom to be you, and the capacity to go further than ever before.
We want you. The true you. Your own strengths, perspective and personality. So we're nurturing a culture where everyone belongs, feels supported and heard, and is empowered to make a valuable, personal contribution. You can be sure we'll take your wellbeing seriously, too. Because it's only when you're comfortable and at your best that you can make the kind of impact you, and we, live for.
Your expertise is our capability, so we'll make sure it never stops growing. Whether it's from the complex work you do, or the people you collaborate with, you'll learn every day. Through world-class development, you'll gain invaluable technical and personal skills. Whatever your level, you'll learn how to lead.
Connect to your next step
A career at Deloitte is an opportunity to develop in any direction you choose. Join us and you'll experience a purpose you can believe in and an impact you can see. You'll be free to bring your true self to work every day. And you'll never stop growing, whatever your level.
Discover more reasons to connect with us, our people and purpose-driven culture at deloitte.co.uk/careers
RTWPROG WPFULL SLTTECH LOCOFFICE
$75k-97k yearly est. 9d ago
Financial Advisor
First Command Financial Services, Inc. 4.7
Finance consultant job in Cheyenne, WY
Financial Advisor Careers at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through face-to-face coaching with military families. We embrace time-tested financial principles and a client-first philosophy. We inspire and motivate clients to take the first or next step on the path to financial security.
* 3 out of 4 of our Financial Advisors are veterans or military spouses.
* With 165+ offices nationwide, many are located near military installations.
First Command is committed to helping military families get their financial lives squared away. Are you seeking a financial advisor job or wondering how to become a Financial Advisor at First Command? As we continue to expand our Financial Advisor force, we are seeking leaders who have entrepreneurial mindsets and a desire for professional growth. Your experience matters.
What our Financial Advisors do:
* They are the personal coach to our Nation's military families and are focused on a financial plan that is constantly evolving to meet short-term and long-term financial goals.
* They help military families manage day-to-day finances, build lifetime assets, and protect against the unexpected
* They engage with the community to bring new clients to First Command, with the support of the local district team and Home Office.
* They engage directly with the military community by partnering with local military organizations, military units, and other supporting institutions.
* They coach military families on how to build a comprehensive financial plan that includes:
* Savings/banking
* Investments/wealth management
* Insurance/risk management
What we offer:
* We have a specialized licensing and comprehensive training program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career.
* We will sponsor your pursuit of full registration and licensing as a Financial Advisor using our tools and resources to guide you through the process.
* You will prepare and test for your SIE, S6, S63, S65 and state Life & Health licenses.
* Upon successful completion of the licensing phase, First Command may offer you the opportunity to join our paid training program with a local district office.
* As you begin this career, your First Command Financial Advisor salary will consist of an hourly wage for 3 months, initially expected to be minimum wage in the state in which you are employed. After three months, you may transition to a salaried position that offers progressive incentives during for the remainder of the nine-month paid training period.
What to expect after training:
* At the conclusion of the paid trainee program, First Command may offer you the opportunity to become an independent contractor Financial Advisor with First Command, through which you can control your career trajectory and be compensated based on your work and the results you achieve as an independent contractor.
* There is no cap on your earning potential: Your compensation reflects your effort and is based on competitive commissions, residual income, bonuses, and deferred compensation. The average compensation during the first year as an independent contractor Financial Advisor with First Command ranges in commissions and bonuses.
* We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities.
* Set your own schedule to manage work-life balance.
* Portable career opportunities throughout the United States which allow your career to move with you.
Desired Qualifications:
* Military experience or affiliation
* Bachelor's degree
* Proven leadership skills
Learn more about First Command:
First Command has been helping military families pursue their goals and dreams through Financial coaching and guidance since 1958. To learn more about us, visit Financial Services Careers | First Command.
#LI-AM4
2025 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Securities products and brokerage services are provided by First Command Brokerage Services, Inc., a broker-dealer. Financial planning and investment advisory services are provided by First Command Advisory Services, Inc., an investment adviser. Insurance products and services are provided by First Command Insurance Services, Inc. Banking products and services are provided by First Command Bank (Member FDIC).
Investment and insurance products are not deposits, are not insured by the FDIC, and may lose value. A financial plan, by itself, cannot assure that retirement or other financial goals will be met.
First Command Financial Services, Inc. and its related entities are not affiliated with, authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces or any other third-party mentioned on this site.
In the United Kingdom, investment and insurance products and services are offered through First Command Europe Ltd. First Command Europe Ltd. is a wholly owned subsidiary of First Command Financial Services, Inc. and is authorized and regulated by the Financial Conduct Authority. Certain products and services offered in the United States may not be available through First Command Europe Ltd.
SIPC - Securities Investor Protection Corporation
Securities Investor Protection Corporation
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
Demonstrate a deep understanding of financial markets and sound business judgement
Exhibit unwavering integrity that points toward doing right by clients at every opportunity
Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
Provide a holistic view of clients' needs and financial coaching beyond investments
Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
At least 2 years in a Financial Advisor role or equivalent financial services experience
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
Demonstrated ability and commitment to goals-based planning and advice
A valid and active Series 7
A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
Certified Financial Planning (CFP ) certification is preferred
Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
$45k-85k yearly est. Auto-Apply 2d ago
Senior Finance & Strategy Analyst, Institutional
Coinbase 4.2
Finance consultant job in Cheyenne, WY
Ready to be pushed beyond what you think you're capable of? At Coinbase, our mission is to increase economic freedom in the world. It's a massive, ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform - and with it, the future global financial system.
To achieve our mission, we're seeking a very specific candidate. We want someone who is passionate about our mission and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want someone who will run towards, not away from, solving the company's hardest problems.
Our ******************************** is intense and isn't for everyone. But if you want to build the future alongside others who excel in their disciplines and expect the same from you, there's no better place to be.
While many roles at Coinbase are remote-first, we are not remote-only. In-person participation is required throughout the year. Team and company-wide offsites are held multiple times annually to foster collaboration, connection, and alignment. Attendance is expected and fully supported.
Coinbase Institutional is building the most trusted, comprehensive platform for professional investors, enterprises, and financial institutions. From custody and prime brokerage to derivatives and tokenized assets, we are leading the way in shaping the bridge between traditional finance and onchain finance.
The Product Finance team at Coinbase are embedded partners and decision-makers within the areas they support. We collaborate directly with senior leaders across Product, Engineering, and Operations to provide the insights and frameworks that guide Coinbase's most critical strategic and financial decisions.
*What you'll be doing:*
* Act as the primary finance partner for Coinbase's Institutional businesses, including custody, prime services, derivatives, and more.
* Build and maintain robust financial and operating models to evaluate new initiatives (e.g., new custody features, tokenized securities, or derivatives products) and guide resource allocation.
* Lead forecasting, budgeting, and variance analysis, turning insights into actions that directly influence executive decision-making.
* Directly influence product strategy and insights that drive long-term growth
* Partner cross-functionally with Product, Data Science, Business Operations, Accounting, and Investor Relations to analyze performance, risks, and opportunities.
* Support critical finance processes, including board/executive reporting, month-end close, and quarterly earnings prep.
* Drive automation, dashboards, and AI-powered analytics to level up the quality and speed of financial insights.
*What we look for in you:*
* Minimum of 4 years of experience in strategic finance, investment banking, consulting, or high-growth tech/fintech.
* Strong analytical and modeling skills, with the ability to distill complex data into actionable insights.
* Proven ability to influence and partner with senior leaders across functions.
* A self-starter who thrives in ambiguity, takes ownership, and operates with a bias for action.
* Excellent communication skills, with the ability to connect the dots between financial outcomes and business strategy.
Job #: P72988
*Pay Transparency Notice:* Depending on your work location, the target annual salary for this position can range as detailed below. Full time offers from Coinbase also include bonus eligibility + equity eligibility**+ benefits (including medical, dental, vision and 401(k)).
Pay Range:
$148,835-$175,100 USD
Please be advised that each candidate may submit a maximum of four applications within any 30-day period. We encourage you to carefully evaluate how your skills and interests align with Coinbase's roles before applying.
Commitment to Equal Opportunity
Coinbase is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, gender, national origin, age, disability, veteran status, sex, gender expression or identity, sexual orientation or any other basis protected by applicable law. Coinbase will also consider for employment qualified applicants with criminal histories in a manner consistent with applicable federal, state and local law. For US applicants, you may view the *********************************************** in certain locations, as required by law.
Coinbase is also committed to providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please contact us at accommodations***********************************
*Global Data Privacy Notice for Job Candidates and Applicants*
Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way we manage the data of job applicants. Our full notice outlining how data will be processed as part of the application procedure for applicable locations is available ********************************************************** By submitting your application, you are agreeing to our use and processing of your data as required.
*AI Disclosure*
For select roles, Coinbase is piloting an AI tool based on machine learning technologies to conduct initial screening interviews to qualified applicants. The tool simulates realistic interview scenarios and engages in dynamic conversation. A human recruiter will review your interview responses, provided in the form of a voice recording and/or transcript, to assess them against the qualifications and characteristics outlined in the job description.
For select roles, Coinbase is also piloting an AI interview intelligence platform to transcribe and summarize interview notes, allowing our interviewers to fully focus on you as the candidate.
*The above pilots are for testing purposes and Coinbase will not use AI to make decisions impacting employment*. To request a reasonable accommodation due to disability, please contact accommodations[at]coinbase.com
$148.8k-175.1k yearly 60d+ ago
Wealth Advisor
Curi Capital 4.3
Finance consultant job in Wilson, WY
Job Description
Title
Wealth Advisor
Strong preference of working 3 days in the office
Compensation
Salary + Target Bonus - $115,000 to $325,000+
About Us
Curi Capital, founded in 2005, is a rapidly growing national registered investment advisory firm (RIA) based in Chicago with $14 billion in assets under management. We are committed to building meaningful relationships and making a difference in our clients' financial wellness. Our mission is focused on enriching the lives of our teammates, clients, partners, and the communities in which we live and work. Curi Capital is perennially ranked among Barron's Top 100 Independent Registered Investment Advisors globally. Our values-Accountability, Curiosity, Teamwork, Inclusion, and Service Commitment-are at the core of our culture.
The Role
We're looking for a passionate, self-driven individual to join our Client Advisory Team as a Wealth Management Advisor. In this role, you will offer comprehensive wealth planning advice to established clients while growing new client relationships through community involvement, referrals and business development initiatives.
Curi Capital is an established Registered Investment Advisor (RIA) where individuals that are team-oriented, relationship-driven, and naturally curious will thrive. As a Wealth Advisor at Curi Capital, each solution you help implement makes a lasting impact to help secure the financial future of your clients, their families or their business.
Key Responsibilities:
Offer comprehensive wealth planning and provide advice on all aspects of a family's financial well-being, which include:
Financial planning and budgeting
Holistic balance sheet advisement (including cash and debt)
Asset allocation and investments
Estate and tax planning
Insurance analysis and review
Charitable Strategy
Responsible for growing business through business development and referral generation from clients
Demonstrate a strong knowledge of capital markets and the importance of asset allocation to advise clients
Demonstrate a genuine involvement in the local community
Work with other team members to develop and strategize best practices for fostering and maintaining strong client relationships
Key Skills:
Team-oriented, relationship-driven advisor
High integrity, honest, respectful individual
Curious and coachable disposition
Passionate about serving clients
Strong ability to foster relationships both externally and internally
Demonstrated strong work ethic
Good communicator with superior written and oral communication skills
High attention to detail and well organized
Strong critical thinking skills to assess clients' financial position and needs or requirements to attain clients' goals and objectives.
High standards of professionalism while working with clients and team members
Key Qualifications:
Certified Financial Planner (CFP) designation - required
Five years of relevant experience managing all facets of wealth management - required
Bachelor's degree - required
Experience serving physicians is preferred but not required
Demonstrate strong, established client relationships
Experience with financial planning software (MoneyGuide or eMoney)
Benefits:
Curi offers comprehensive health benefits, including medical, dental, vision, and life insurance. Additional benefits for eligible team members include education assistance, a 401(k) with employer match, short-term and long-term disability, flexible time off, 10 paid holidays, and summer hours.
$40k-81k yearly est. 26d ago
Senior Program Financial Analyst (4956)
SMX 4.0
Finance consultant job in Cheyenne, WY
Senior Program Financial Analyst (4956)at SMX(View all jobs) (********************************* United States The **Sr Program Financial Analyst** demonstrates deep expertise in contract financial management. They lead and administer overall budget preparation/estimating and tracking expenditures against large complex contracts/programs. They are key members of the program management team and works directly with the Program Manager in defining the Contracts goals and objectives; and leads recommended actions to improve financial progress and performance. They have significant interface with the Program Manager, senior technical staff on the contract, as well as other functional organizations including Contracts, Subcontracts, Finance, Accounts Receivable, and Procurement. They will interface, provide direct analysis and or lead financial discussions with external clients such as the Contracting Officer and the Contracting Officer Representative. They oversee and manage work assignments of other Financial Analyst(s) but are not career managers of staff. This is a remote role supporting the Hawaii-based LEIA team.
**Essential Duties and Responsibilities** **:**
1. Lead the financial management of a large contract or multiple complex TDL(s) by providing cost, schedule and funding planning, reporting, monitoring and analysis support to the Program Manager. This includes developing Work Breakdown Structures (WBS), Basis of Estimates (BOEs) and development of time-phased budgets and schedules.
2. Lead contract setup in compliance with contractual terms, conditions, and requirements.
3. Prepare overall Contract financial Estimates at Complete (EAC) and meet deadlines for submission requirements.
4. Identify Contract risks, profit improvement opportunities and analytical analysis in working resolution with PM, Contracts, Procurement and Finance/Accounting.
5. Review and assess all contract modifications. Advise the program management team of impacts as necessary.
6. Monitor overall costs and manpower ensuring that actuals are within CLIN ceiling, CLIN budget and charged correctly.
7. Perform analytical review and arithmetic checks of contract level cost reporting documentation.
8. Prepare accurate and complete contract variance analysis and reporting.
9. Monitor financial trends of multiple subcontractors and multiple tasking
10. Work closely with procurement and subcontracts department to provide funding input to multiple subcontractors and vendors.
11. Lead the development of Internal Program Review (IPR) presentations for management.
12. Prepare financial Contract Data Requirements (CDRL) for programs. Ensure contractual requirements are met and customer financial deliverables are accurate and on time.
13. Perform ad-hoc financial analysis on the contract as requested by PMO and others.
14. Monitor funding status, providing reliable and timely notification of funding status by line-item detail as required.
15. Represent Finance Team in leadership meetings, providing financial insight, risks, and recommendations.
16. Drive continuous improvement initiatives, including process improvement/automation, dashboarding, and standardization across the FA team.
17. Support account receivables as required during the billing processing. Monitor billing status and unbilled issues, working with Finance, Contracts, Accounting and PMO to resolve issues in a timely manner.
18. Prepare subcontractor and vendor accruals as services/goods are received in accordance with GAAP and internal policies to ensure that the project's cost/commitment is accurately captured and reported internally and externally.
19. Ensure program revenue and profit is recorded in compliance with the EAC.
20. Analyze profit risks and opportunities and advise management on the optimal path forward.
21. Ensure adherence to Generally Accepted Accounting Principles (GAAP), Sarbanes-Oxley, FAR and all company policies and procedures related to contract performance and financials.
**Required Skills:**
- Deep knowledge and functional understanding of contract types, execution methods, CAS, FAR, and Joint Travel Regulations (JTR) rules and regulations
- Ability to build relationships across functional teams and internal Business Partners.
- Deep knowledge and experience with Microsoft Office Suite, including Excel, PowerPoint, Word and SharePoint.
- Possession of excellent oral and written communication skills.
- Possession of excellent data management, problem solving and critical thinking skills.
- Possession excellent organizational, time and multitasking skills.
- Clearable, if required based on contractual requirement
- 10 years' experience with project cost control or financial management and contract interpretation, budget development, including financial data, analysis.
- Functional knowledge of contract types and project control methods.
- High School Diploma.
- Desired Experience BA/BS in Finance, Accounting and or Business.
**Desired Skills:**
- Prior experience with GSA AAS/FEDSIM contracts
- Experience of international policies, expatriates, DOD allowances (housing and cost of living)
- Strong experience with multiple funding activities
**US citizenship required for work under DOD contract**
**Application deadline:** 2-26-2026
\#LI-REMOTE
The SMX salary determination process takes into account a number of factors, including but not limited to, geographic location, Federal Government contract labor categories, relevant prior work experience, specific skills, education and certifications. At SMX, one of our Core Values is to Invest in Our People so we offer a competitive mix of compensation, learning & development opportunities, and benefits. Some key components of our robust benefits include health insurance, paid leave, and retirement.
The proposed salary for this position is:
$104,200-$173,500 USD
At SMX , we are a team of technical and domain experts dedicated to enabling your mission. From priority national security initiatives for the DoD to highly assured and compliant solutions for healthcare, we understand that digital transformation is key to your future success.
We share your vision for the future and strive to accelerate your impact on the world. We bring both cutting edge technology and an expansive view of what's possible to every engagement. Our delivery model and unique approaches harness our deep technical and domain knowledge, providing forward-looking insights and practical solutions to power secure mission acceleration.
SMX is an Equal Opportunity employer including disabilities and veterans.
Selected applicant may be subject to a background investigation and/or education verification.
SMX does not sponsor a new applicant for employment authorization or immigration related support for this position (i.e. H1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN, E-2, E-3, L-1 and O-1, or any EADs or other forms of work authorization that require immigration support from an employer).
$45k-61k yearly est. 9d ago
Senior Revenue Recognition Analyst
Oracle 4.6
Finance consultant job in Cheyenne, WY
The Americas Revenue Recognition team is a diverse group of highly motivated professionals that leverages its technical accounting and finance expertise to enable Oracle stakeholders to execute transactions with customers that will maximize Oracle's revenue while mitigating risk. The team focuses on meeting the highest standard of compliance with US GAAP, Oracle's Revenue Recognition policies, Internal Controls, Business Practices and Finance & Accounting policies.
As a member of this high performing team, you will have a fiduciary responsibility to adhere to and promote our core objective of ensuring revenue is recognized in accordance with US GAAP, ASC 606 and Oracle's Revenue Recognition, Internal Controls, Finance & Accounting and Business Practices policies.
Revenue Recognition Mission
We promote consistent revenue recognition practices through collaboration with our stakeholders, training and development, and continuous improvement of our processes, all while remaining committed to our responsibility as business fiduciaries.
\#LI-KNC2
**Responsibilities**
**RESPONSIBILITIES:**
- Maintain an up to date and thorough knowledge of Oracle's Revenue Recognition, Internal Controls, Business Practices and Finance & Accounting policies
- Review and discuss assessments of non-standard, complex transactions internally with the Americas and Global RevRec teams and communicate accounting conclusions to external stakeholders
- Ensure consistent application of Revenue Recognition policies, practices and processes, promote continuous improvement
- Collaborate with external stakeholders during the pre-execution stage of contracts, provide rev rec guidance on deal structures and advise on ways to minimize risk and maximize revenue
- Develop and maintain relationships with external stakeholders, promote a highly collaborative work environment and promote and provide training
- Maintain an up to date and thorough knowledge of Global RevRec and Americas team objectives and initiatives
- Review significant signed contracts for compliance with US GAAP ASC 606 and Oracle's Revenue Recognition Policy to ensure timely and accurate financial reporting
- Maintain an up to date, working knowledge of Global RevRec and Oracle systems, databases and communication tools
- Provide support to internal and external auditors and assist in special projects as assigned
**KEY SKILLS:**
- Strong decision making and problem-solving skills
- Strong technical accounting acumen with ability to comprehend and apply technical guidance to complex scenarios
- Ability to present and effectively communicate complex accounting issues
- Strong organization skills, with the ability to manage and prioritize multiple, competing tasks, while maintaining attention to detail
- Ability to work under pressure in a fast-paced, remote, and demanding environment
- Highly customer focused and results oriented
- Self-starter, ability to work both independently and collaboratively, as needed
- Fluent in English is essential; additional language skills (i.e., Spanish or Portuguese) is a plus
**QUALIFICATIONS AND EXPERIENCE:**
- 8+ years of relevant accounting experience, with a minimum of 4+ years revenue recognition ASC 606 and accounting US GAAP experience at a cloud service provider
- Business/ Accounting/ Finance degree
- Public accounting experience is a plus
\#LI-KNC2
Disclaimer:
**Certain US customer or client-facing roles may be required to comply with applicable requirements, such as immunization and occupational health mandates.**
**Range and benefit information provided in this posting are specific to the stated locations only**
US: Hiring Range in USD from: $79,100 to $158,200 per annum. May be eligible for bonus and equity.
Oracle maintains broad salary ranges for its roles in order to account for variations in knowledge, skills, experience, market conditions and locations, as well as reflect Oracle's differing products, industries and lines of business.
Candidates are typically placed into the range based on the preceding factors as well as internal peer equity.
Oracle US offers a comprehensive benefits package which includes the following:
1. Medical, dental, and vision insurance, including expert medical opinion
2. Short term disability and long term disability
3. Life insurance and AD&D
4. Supplemental life insurance (Employee/Spouse/Child)
5. Health care and dependent care Flexible Spending Accounts
6. Pre-tax commuter and parking benefits
7. 401(k) Savings and Investment Plan with company match
8. Paid time off: Flexible Vacation is provided to all eligible employees assigned to a salaried (non-overtime eligible) position. Accrued Vacation is provided to all other employees eligible for vacation benefits. For employees working at least 35 hours per week, the vacation accrual rate is 13 days annually for the first three years of employment and 18 days annually for subsequent years of employment. Vacation accrual is prorated for employees working between 20 and 34 hours per week. Employees working fewer than 20 hours per week are not eligible for vacation.
9. 11 paid holidays
10. Paid sick leave: 72 hours of paid sick leave upon date of hire. Refreshes each calendar year. Unused balance will carry over each year up to a maximum cap of 112 hours.
11. Paid parental leave
12. Adoption assistance
13. Employee Stock Purchase Plan
14. Financial planning and group legal
15. Voluntary benefits including auto, homeowner and pet insurance
The role will generally accept applications for at least three calendar days from the posting date or as long as the job remains posted.
Career Level - IC4
**About Us**
As a world leader in cloud solutions, Oracle uses tomorrow's technology to tackle today's challenges. We've partnered with industry-leaders in almost every sector-and continue to thrive after 40+ years of change by operating with integrity.
We know that true innovation starts when everyone is empowered to contribute. That's why we're committed to growing an inclusive workforce that promotes opportunities for all.
Oracle careers open the door to global opportunities where work-life balance flourishes. We offer competitive benefits based on parity and consistency and support our people with flexible medical, life insurance, and retirement options. We also encourage employees to give back to their communities through our volunteer programs.
We're committed to including people with disabilities at all stages of the employment process. If you require accessibility assistance or accommodation for a disability at any point, let us know by emailing accommodation-request_************* or by calling *************** in the United States.
Oracle is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability and protected veterans' status, or any other characteristic protected by law. Oracle will consider for employment qualified applicants with arrest and conviction records pursuant to applicable law.
$79.1k-158.2k yearly 60d+ ago
Financial Advisor with Leadership Experience
Yoder District-Northwestern Mutual
Finance consultant job in Cheyenne, WY
Job DescriptionBenefits:
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Transition Your Management Experience into a Career in Financial Services with Yoder District - Northwestern Mutual!
Your ability to lead teams, drive results, and build strong relationships could make you an ideal fit for a rewarding career in financial services. We are seeking management professionals from diverse industries, including retail, restaurant, hospitality, operations, logistics, manufacturing, education, or healthcare who are ready to take their leadership skills to the next level.
Leverage Your Leadership Expertise: Your management experience has equipped you with communication, problem-solving, and team-building skills. In financial services, you could apply those same strengths to educate clients, develop strategies, and guide them toward long-term financial success.
Build Meaningful Relationships: Just as youve inspired and led teams in your previous roles, this career could allow you to build lifelong connections while helping clients navigate important financial decisions.
See the Impact of Your Work: In management, youve driven performance and helped others achieve their goals. In this role, you could see the tangible results of your efforts as clients and families gain lasting financial confidence and security.
Unlock Unlimited Growth Potential: Unlike traditional management roles, your growth here isnt capped. Your ambition and work ethic determine how far you go with opportunities for leadership, ownership, and unlimited earning potential.
Our Thriving Offices are Located:
District Office: 3665 John F Kennedy Parkway Building 1 Suite 100 Fort Collins, CO 80525
Cheyenne Office: 212 E 22nd Street Cheyenne, WY 82001
Laramie Office: 1267 N 15th St, Suite 99 Laramie, WY 82072
Greeley Office: 710 11th Ave Unit L45 Greeley, CO 80631
Meet Our Leaders:
Haley Stevens - Chief Operating Officer:
Time with NM: Joined Northwestern Mutual 7 years ago.
Prior Experience: Previously was in Retail Management as well as Sales Management before starting with NM.
Passionate About: Loves family and travel. Enjoys the benefits that NM provides with work and life that allows her to spend as much time as she can with her kids and other members of her family.
Ryan Yoder - Managing Director, Partner, and Wealth Management Advisor:
Time with NM: Been with Northwestern Mutual for 29 years.
Prior Experience: Graduated from Colorado State University. Co-owner of R&R Chicken Farm before starting with NM.
Passionate About: Loves spending time with his wife and 4 children. Enjoys serving as the Head Mens Basketball Coach at Resurrection Christian High School in Loveland, CO. His mission is to influence people for eternity, inspiring and equipping them to live a life of significance.
Bailey Bergstrom - Director of Recruitment and Selection:
Time with NM: Been with Northwestern Mutual for 2 years.
Prior Experience: Previously was in Real Estate Management and IT Recruitment before starting a career with NM.
Passionate About: Loves spending time with friends and family. Advocate for health and fitness and loves to run and strength train.
Cory Schroeder - Growth and Development Director, Wealth Management Advisor:
Time with NM: Been with Northwestern Mutual for 5 years.
Prior Experience: Was in the military and also owned a few of his own businesses prior to starting with NM.
Passionate About: Loves spending time with his wife and 2 daughters. Also enjoys hunting and being an instructor to future Army National Guard members.
Josh Schilt - Financial Advisor:
Time with NM: Been with Northwestern Mutual for a year and a half.
Prior Experience: Former college student and also worked on a fencing crew building fences for cattle.
Passionate About: Loves spending time with family as well as hunting and hiking in the mountains.
Brian Campbell - Growth and Development Director:
Time with NM: Been with Northwestern Mutual for 19 years.
Prior Experience: Began his career with NM as an intern while attending Colorado State University.
Passionate About: Loves spending time with his family and coaching his boys in competitive flag football. Also enjoys watching his daughter play basketball and ride horses competitively.
Key Responsibilities:
Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
Education: A bachelor's degree is highly preferred, but not required.
Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Position Perks:
Significant bonus opportunity commensurate with outcomes
Dental insurance
Health insurance
Life insurance
Retirement plan
Vision insurance
Ongoing professional development
Local culture of support and positive recognition
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Ryan Yoder is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
$32k-61k yearly est. 28d ago
Entry-Level Financial Advisor
Career Headhunter
Finance consultant job in Cheyenne, WY
Entry-Level Financial Advisor - Remote / Hybrid
Launch Your Career with Fortune-500-Level Support
Uncapped Earnings - Base draw plus commission, residual income, and performance bonuses.
Big-Firm Resources - National brand, marketing engine, proprietary planning tech, and licensing sponsorship.
Mentorship & Training - Pair with senior advisors, earn while you learn, and fast-track to a full advisory practice.
Flexibility & Autonomy - Remote or hybrid schedule that supports work-life balance.
Comprehensive Benefits - 401(k) match, medical, dental, vision, life/disability insurance, and incentive trips.
What You'll Do
Generate & Qualify Leads - Prospect by phone, email, social media, and networking events; screen for fit.
Build Relationships - Nurture prospects, request referrals, and coordinate meetings with senior advisors.
Support Clients - Address questions, surface needs, and introduce insurance and investment solutions.
Joint Work & Learning - Handle hand-offs, shadow seasoned professionals, and master our economic-based planning tool.
Expand Our Reach - Cultivate channel partners (business owners, associations, community groups).
What You'll Bring
Education: Bachelor's in Business, Marketing, or similar (or equivalent experience).
Experience: 1+ year in sales or finance preferred; proven comfort with cold outreach and CRM tools.
Skills: High energy, clear communicator, metrics-driven, eager to learn the advisory profession.
Licensing: Life & Health license preferred-or commitment to obtain quickly (firm-sponsored).
We Provide
Compensation & Benefits
W-2 with 7.5 % FICA
401(k) with 6 % match
Medical, dental, vision, life & disability coverage
National recognition programs and chairman's trips
Career Launch Package
Licensing fees and study materials paid
Structured 90-day ramp with dedicated mentor
Marketing leads, digital tools, and administrative support
Clear pathway to Senior Advisor, Recruiting, or Leadership tracks
Your Next Step
Ready to turn ambition into a rewarding advisory career?
Strategic Financial Concepts - Your success starts here.
Career Headhunter is committed to equal opportunity and diversity in the workplace. We consider all qualified applicants without regard to race, color, religion, gender, sexual orientation, national origin, disability, or veteran status. All inquiries and applications are kept confidential.
$32k-61k yearly est. Auto-Apply 13d ago
Senior Finance Manager FP&A - Product Business Partner
Trellix 4.1
Finance consultant job in Cheyenne, WY
**_Job Title:_** Senior Finance Manager FP&A - Product Business Partner Trellix is a global company redefining the future of cybersecurity. The company's comprehensive, open, and native cybersecurity platform helps organizations confronted by today's most advanced threats gain confidence in the protection and resilience of their operations. Trellix, along with an extensive partner ecosystem, accelerates technology innovation through artificial intelligence, automation, and analytics to empower over 50,000 business and government customers with responsibly architected security. More at ******************* .
**_Role Overview:_**
The Trellix Finance team is looking for an accomplished, Senior Finance professional who is prepared to make a difference. Finance Manager, Product Business Unit Partner will directly partner with business leaders of our Product Organization to influence and increase operations. Whether it's modeling business scenarios or tracking product financials, or analyzing operating expenses, your work will be used by our leaders to make strategic decisions. We are looking for a partner to use finance to solve product, engineering, and general challenges.
**_About the role:_**
+ Provide analytical, modeling, and general financial planning support to the Product function.
+ Analyze strategies, programs, and the success of products and measure the financial effects of new product launches
+ Analyze factors to support commercial decisions and investment opportunities, and ensure appropriate financial and business risks have been evaluated
+ Partner with GTM and channel teams to develop standardized financial & operational measurements.
+ Evaluate expenses against the P&L and work with your partners to make sure the product roadmap is achievable from a financial standpoint
+ Work collaboratively on data needs/reporting with groups including Pricing, Product Management, Engineering and Operations
+ Assess and analyze important SaaS Metrics
+ Conduct activities with broad application of principles, theories, and concepts in finance.
+ Use and exercise different theoretical and practical solutions to problems that require a high degree of innovation and creativity.
+ Develop working knowledge of the software and security industry.
+ Improve our decisions through analysis, debate and understanding of partners and finance.
+ Return on investment analysis for any major spend requests
+ Oversee financial modeling and assist with deck creation for any investment cases the team wants to present
+ Build relationships with internal customers, meet requirements of financial controls, act as a trusted financial partner.
**_About you:_**
+ Bachelor's degree in Finance or Business or related field with 6+ years of relevant analytical experience preferably in Tech / SaaS Product Finance.
+ Budgeting/forecasting/modeling skills
+ Experience presenting to senior leadership and executives.
+ Experience working in a matrix environment.
+ Clear thinking; experience building scalable models and processes.
+ Experience with Adaptive Planning
**_Company Benefits and Perks:_**
We believe that the best solutions are developed by teams who embrace each other's unique experiences, skills, and abilities. We work hard to create a dynamic workforce where we encourage everyone to bring their authentic selves to work every day. We offer a variety of social programs, flexible work hours and family-friendly benefits to all of our employees.
+ Retirement Plans
+ Medical, Dental and Vision Coverage
+ Paid Time Off
+ Paid Parental Leave
+ Support for Community Involvement
We're serious about our commitment to a workplace where everyone can thrive and contribute to our industry-leading products and customer support, which is why we prohibit discrimination and harassment based on race, color, religion, gender, national origin, age, disability, veteran status, marital status, pregnancy, gender expression or identity, sexual orientation or any other legally protected status.
Cognizant Workday practice is recruiting for upcoming graduates who are looking for an exciting, entry level consulting opportunity starting in the summer of 2026. We proudly partner with Workday, one of the leading cloud-based software solutions for HR, Finance, Payroll management, and Student Services. As an Organizational Change and Training Associate Consultant at Cognizant Workday practice, you will be part of a project team working with customers to get the most out of their Workday Implementation.
Our Finance AMS Associate Consultant position is best suited for self-starters who are eager to work with exciting, Fortune 500 companies and dive headfirst into all phases of Workday system implementations. We provide world-class, classroom, virtual and on-the-job training, an exceptionally encouraging network of mentors. Our associates' diverse set of backgrounds offer varied perspectives and fuel new ways of thinking! Join our dedicated team of experienced Workday implementation & AMS professionals and become part of our dynamic, fast-paced, HR/Finance transformation consulting practice.
**Responsibilities:**
+ Become a Workday champion and partner closely with your team and customers to achieve excellence in each phase of your assigned projects.
+ Execute on the assigned support activities by your team lead(s) with utmost quality and as per the milestone\resolution time
+ Assist the Lead Consultant(s) in gathering business requirements, designing and prototyping, testing and implementing business solutions.
+ Configure the system to the customers' expectations and requirements
+ Master the art of "follow through". Frequently update your team Lead and Service Delivery Manager on timeline, tasks, risks, roles & responsibilities, etc.
+ Proactively keep yourself abreast of Workday updates and project changes. Seek out opportunities to further your skills and professional growth. We love initiative!
**Skills and Requirements:**
+ 1 year of work experience in an office environment, preferred.
+ Bachelor's degree or equivalent experience in Computer Science, Finance, or related field.
+ Passion for exceptional customer service.
+ Strong communication, presentation and analytical skills, with the ability to effectively manage customer expectations.
+ Intermediate knowledge of Microsoft Office Suite, particularly Microsoft Excel and PowerPoint
+ Travel to customer site, when needed.
**Why Choose Cognizant Workday practice?**
+ Flexible work schedules or working out of one of our hub locations to cultivate personal and professional balance.
+ Competitive benefits including 401(k) matching program, Medical, Dental, Life, and Vison insurance, and perk benefits such as commuter plans and pet insurance.
+ Inclusive benefits that support mental health, gender affirmation journeys, caregiving and all paths to parenthood, excellent paid parental leave programs.
+ Established Employee Resources Groups (ERG's) that provide a safe space for employees to build relationships, connect, and develop initiatives to enhance diversity and inclusion.
+ Committed to giving back to improve our communities and environmental impact.
+ Learning and development opportunities through established corporate programs, on and off-site trainings, and on-demand online learning courses.
**Salary and Other Compensation**
Applications are accepted on an ongoing basis.
The annual salary is $75,000.00, depending on experience and other qualifications of the successful candidate. This position is also eligible for Cognizant's discretionary annual incentive program, based on performance and subject to the terms of Cognizant's applicable plans.
**Location**
New hires will be aligned to the Cognizant office in **Plano, TX,** where you will work alongside other experienced Cognizant associates. Applicants must be willing to relocate to this major geographic area.
**Work Authorization**
Due to the nature of this position, Cognizant cannot provide sponsorship for U.S. work authorization (including participation in a CPT/OPT program) for this role.
**Disclaimer:**
Compensation information is accurate as of the date of this posting. Cognizant reserves the right to modify this information at any time, subject to applicable law.
_Cognizant is always looking for top talent. We are searching for candidates to fill future needs within the business. This job posting represents potential future employment opportunities with Cognizant. Although the position is not currently available, we want to provide you with the opportunity to express your interest in future employment opportunities with Cognizant. If a job opportunity that you may be qualified for becomes available in the future, we will notify you. At that time you can determine whether you would like to apply for the specific open position. Thank you for your interest in Cognizant career opportunities._
Cognizant is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.
$75k yearly 17d ago
Budget Analyst
ASM Research, An Accenture Federal Services Company
Finance consultant job in Cheyenne, WY
The Budget Analyst will provide financial and procurement support to the Office of Information Management (OIM) in the formulation, execution, and oversight of the IT budget. This role ensures that IT hardware and software resources are planned, acquired, and managed in compliance with Federal regulations, Department of Energy (DOE) requirements, and Office of Management and Budget (OMB) policies. The analyst will play a critical role in maintaining accurate financial records, supporting procurement activities, and ensuring cybersecurity and supply chain risk management processes are followed.
**Key Responsibilities**
+ **Budget Formulation & Planning**
+ Assist in developing the annual IT Hardware and Software Operating Plan, including recurring and one-time costs.
+ Provide cost analyses and financial projections to support IT planning and decision-making.
+ **Budget Execution & Recordkeeping**
+ Maintain accurate records of IT expenditures and reconcile expenses against approved budgets.
+ Track obligations, expenditures, and variances to ensure compliance with approved financial plans.
+ **Regulatory & Policy Compliance**
+ Ensure IT acquisitions and management activities align with Federal regulations, DOE directives, and OMB guidance.
+ Support internal reviews and audits by preparing documentation and financial reports.
+ **Cybersecurity & Risk Management**
+ Facilitate the review and approval process for newly requested software and hardware to ensure compliance with mandated cybersecurity and supply chain risk management requirements prior to procurement and installation.
+ **Procurement Support**
+ Gather vendor quotes, conduct cost evaluations, and liaise with vendors to support IT procurement activities.
+ Prepare purchase orders, submit invoice requests into the DOE DAYS system, and track procurement actions.
+ Support OIM in managing a high procurement volume (300-400 procurements annually).
**Qualifications**
+ Bachelor's degree in Finance, Accounting, Business Administration, or related field (or equivalent experience).
+ Experience in Federal budget formulation and execution, preferably within IT or technology programs.
+ Knowledge of DOE financial systems, OMB policies, and Federal acquisition regulations.
+ Strong analytical, organizational, and communication skills.
+ Familiarity with cybersecurity and supply chain risk management processes is preferred.
**Competencies**
+ Attention to detail and accuracy in financial recordkeeping.
+ Ability to manage multiple procurement actions simultaneously.
+ Proficiency in financial analysis and reporting tools.
+ Strong collaboration skills to work with program managers, vendors, and compliance offices.
**Compensation Ranges**
Compensation ranges for ASM Research positions vary depending on multiple factors; including but not limited to, location, skill set, level of education, certifications, client requirements, contract-specific affordability, government clearance and investigation level, and years of experience. The compensation displayed for this role is a general guideline based on these factors and is unique to each role. Monetary compensation is one component of ASM's overall compensation and benefits package for employees.
**EEO Requirements**
It is the policy of ASM that an individual's race, color, religion, sex, disability, age, sexual orientation or national origin are not and will not be considered in any personnel or management decisions. We affirm our commitment to these fundamental policies.
All recruiting, hiring, training, and promoting for all job classifications is done without regard to race, color, religion, sex, disability, or age. All decisions on employment are made to abide by the principle of equal employment.
Physical Requirements
The physical requirements described in "Knowledge, Skills and Abilities" above are representative of those which must be met by an employee to successfully perform the primary functions of this job. (For example, "light office duties' or "lifting up to 50 pounds" or "some travel" required.) Reasonable accommodations may be made to enable individuals with qualifying disabilities, who are otherwise qualified, to perform the primary functions.
**Disclaimer**
The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.
$70k - $120k
EEO Requirements
It is the policy of ASM that an individual's race, color, religion, sex, disability, age, gender identity, veteran status, sexual orientation or national origin are not and will not be considered in any personnel or management decisions. We affirm our commitment to these fundamental policies.
All recruiting, hiring, training, and promoting for all job classifications is done without regard to race, color, religion, sex, veteran status, disability, gender identity, or age. All decisions on employment are made to abide by the principle of equal employment.
$70k-120k yearly 14d ago
Senior Finance Analyst, Forecourt Solutions
Vontier
Finance consultant job in Cheyenne, WY
**INTRODUCTION and WHAT YOU WILL DO (Job Responsibilities)** This Finance Analyst plays a critical role in driving the company's financial success by working across our organization to help ensure our revenue targets translate effectively into operating profit. This role is essential for helping deploy financial budgets and forecasts, aligning investments, and managing P&L accountability for Forecourt Solutions. By providing accurate revenue and margin reporting along with detailed analytics, the Senior Analyst will work with Finance Leaders to enable informed decision-making and support sustainable business growth for Forecourt Solutions. In addition, this role will take a lead part in managing the non-factory revenue streams that appear on factory ledgers.
This is a **remote** role located in Remote, US
**Responsibilities**
+ Key role for financials and analytics for Environmental product lines.
+ Lead role in managing non-factory revenue streams which appear on factory ledgers.
+ Work cross-regionally and cross-functionally to build good financial analysis.
+ Ensure accurate tracking and achievement of revenue targets aligned with operating profit goals.
+ Monitor financial performance from revenue generation through to operating profit realization.
+ Conduct Orders, Revenue & Margin Reporting to understand and drive elements such as backlog, price, customer and product mix.
+ Conduct detailed analysis of revenue streams and their impact on operating profit.
+ Oversee the preparation and delivery of accurate and timely revenue and margin reports.
+ Provide variance analysis for performance versus history and versus targets.
+ Help evaluate financial investments in key areas such as Research & Development, Sales and Marketing.
+ Provide insights and recommendations based on financial reporting to support decision-making.
**WHO YOU ARE (Qualifications)**
**Essential**
+ BS Degree in Accounting, Finance or equivalent years of experience.
+ 5+ years with financial analysis experience, preferably with manufacturing/cost accounting experience.
+ Previous budgeting and forecasting experience as well as strong accounting skills for understanding the creation and flow of financial statements.
+ Proficient in Microsoft Office, with advanced knowledge of Excel.
+ Excellent verbal and written communication skills, including presentation skills.
+ Ability to communicate and explain complex financial issues to non-financial professionals and to interact well with all levels within the organization.
+ Knowledge of various reporting systems preferred (Hyperion, Business Intelligence Tools).
+ Highest standards of accuracy and precision; highly organized.
+ Articulate with excellent verbal and written communication skills. Comfortable presenting to Senior Leadership.
+ Ability to think creatively, highly driven and self-motivated.
+ Demonstrated ability to roll-up sleeves and work with team members in a hands-on management capacity.
+ A demonstrated commitment to high professional ethical standards and a diverse workplace.
+ Ability to adapt to a fast paced continually changing business and work environment while managing multiple priorities
**Preferable**
+ Experience in a global manufacturing environment.
+ Experience working within a financial planning tool, and ideally Hyperion.
**Outcomes and Deliverables**
**Deliverables**
+ Regular financial reporting aligned around the right KPIs for the product stacks.
+ Helpful insights and recommendations based on a review of the data.
+ Strong trust / linkage between data and the factory / entity centres.
**Outcomes**
+ Clear visibility for financial metrics and other KPIs for the product stack teams.
+ Great decision making with product stacks to help work towards our strategic objectives.
**Competencies**
+ Being Flexible & Adaptable - Actively learning through experimentation when tackling new problems, using both successes and failure as learning fodder.
+ Managing Execution - Knowing the most effective and efficient processes to get things done, with a focus on continuous improvement.
+ Building Collaborative Relationships - Building partnerships and working collaboratively with other to meet shared objectives.
The base compensation range for this position is $84,500 to $108,700 per annum. Your actual base salary will be determined based upon numerous factors which may include relevant experience, skills, location (labor market data), credentials (education, certifications), and internal equity.
\#LI-LP1 #LI-Remote #findyourpath #fuelyourpassion
Vontier partners with you and your family on your health and wellness journey. Visit VontierBenefits.com to view our benefits. We offer a premium suite of health and wellness programs for you and your family, including medical, dental, vision, disability and life insurance. With programs for family planning from Maven Clinic to managing diabetes like Livongo, coverage for women's health, support for adult and elder care, paid parental leave, a generous 401(k) plan with matching company contributions, and more. Vontier is here for all stages of life. We also offer paid time off up to 15 days each year, 12 paid holidays (including 2 floating holidays), and paid sick leave.*
**Disclaimer:** The salary, other compensation, and benefits information is accurate as of the date of this posting. Sick leave amount may vary based on state or local laws applicable to the applicant's geographic location. The Company reserves the right to modify this information at any time, subject to applicable law.
**WHO IS GILBARCO VEEDER-ROOT**
Gilbarco Veeder-Root, a Vontier company, is the worldwide technology leader for retail and commercial fueling operations, offering the broadest range of integrated solutions from the forecourt to the convenience store and head office. For over 150 years, Gilbarco has earned the trust of its customers by providing long-term partnership, uncompromising support, and proven reliability. Major product lines include fuel dispensers, tank gauges and fleet management systems.
**WHO IS VONTIER**
Vontier (NYSE: VNT) is a global industrial technology company uniting productivity, automation and multi-energy technologies to meet the needs of a rapidly evolving, more connected mobility ecosystem. Leveraging leading market positions, decades of domain expertise and unparalleled portfolio breadth, Vontier enables the way the world moves - delivering smart, safe and sustainable solutions to our customers and the planet. Vontier has a culture of continuous improvement and innovation built upon the foundation of the Vontier Business System and embraced by colleagues worldwide. Additional information about Vontier is available on the Company's website at *************** .
**At Vontier, we empower you to steer your career in the direction of success with a dynamic, innovative, and inclusive environment.**
Our commitment to personal growth, work-life balance, and collaboration fuels a culture where your contributions drive meaningful change. We provide the roadmap for continuous learning, allowing creativity to flourish and ideas to accelerate into impactful solutions that contribute to a sustainable future.
Join our community of passionate people who work together to navigate challenges and seize opportunities. At Vontier, you are not on this journey alone-we are dedicated to equipping you with the tools and support needed to fuel your innovation, lead with impact, and thrive both personally and professionally.
**Together, let's enable the way the world moves!**
"Vontier companies are equal employment employers and evaluate qualified applicants without regard to race, color, national origin, religion, ancestry, sex (including pregnancy, childbirth and related medical conditions), age, marital status, sexual orientation, gender identity or expression, and other characteristics protected by law."